Intech Investment Management LLC Buys 91,807 Shares of Zoom Communications, Inc. $ZM

Intech Investment Management LLC increased its stake in shares of Zoom Communications, Inc. (NASDAQ:ZM) by 157.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 150,171 shares of the company’s stock after buying an additional 91,807 shares during the period. Intech Investment Management LLC’s holdings in Zoom Communications were worth $12,389,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Elevation Point Wealth Partners LLC purchased a new stake in shares of Zoom Communications during the 2nd quarter worth approximately $27,000. Root Financial Partners LLC bought a new position in Zoom Communications during the third quarter valued at $33,000. Quent Capital LLC purchased a new stake in Zoom Communications in the third quarter worth $34,000. Cloud Capital Management LLC bought a new stake in shares of Zoom Communications in the third quarter valued at $42,000. Finally, SJS Investment Consulting Inc. lifted its position in shares of Zoom Communications by 2,957.9% during the 3rd quarter. SJS Investment Consulting Inc. now owns 581 shares of the company’s stock valued at $48,000 after buying an additional 562 shares during the last quarter. Institutional investors own 66.54% of the company’s stock.

Insider Transactions at Zoom Communications

In other news, CFO Michelle Chang sold 8,417 shares of Zoom Communications stock in a transaction dated Monday, January 12th. The stock was sold at an average price of $86.54, for a total transaction of $728,407.18. Following the completion of the sale, the chief financial officer owned 25,482 shares in the company, valued at approximately $2,205,212.28. This trade represents a 24.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Aparna Bawa sold 12,137 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $81.37, for a total transaction of $987,587.69. Following the completion of the transaction, the chief operating officer owned 1,978 shares in the company, valued at approximately $160,949.86. This trade represents a 85.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 183,089 shares of company stock worth $15,751,383. 11.51% of the stock is owned by insiders.

Zoom Communications News Roundup

Here are the key news stories impacting Zoom Communications this week:

• Positive Sentiment: Enterprise momentum and revenue beat — Q4 revenue was about $1.25B, up ~5.3% YoY with enterprise revenue rising ~7% and more large customers (> $100k) year‑over‑year, providing a healthier top‑line backdrop. Zoom Communications Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: New AI product and execution — Zoom launched Zoom Virtual Agent 3.0 to expand AI‑driven customer service automation, reinforcing its strategy to monetize AI and deepen enterprise ties. Zoom introduces next-gen Zoom Virtual Agent to automate end-to-end customer resolution
• Positive Sentiment: Capital returns and margin progress — management completed a $2.7B buyback program and reported margin expansion and shifting cash flow dynamics that support shareholder returns. Zoom (ZM) Is Down 6.2% After Strong FY26 Results, New AI Launch And Buyback Completion
• Neutral Sentiment: Full disclosure materials available — investors can review the earnings slide deck and the full earnings call transcript for details on metrics, customer composition and FY27 assumptions. Zoom Q4 Results – Earnings Call Presentation
• Negative Sentiment: EPS miss — non‑GAAP EPS came in at $1.44, a few cents below Street consensus (roughly $1.48–$1.49), which undercut the stock despite the revenue beat. Zoom Q4 Earnings Miss Estimates, Revenues Increase Y/Y
• Negative Sentiment: Softer near‑term profit outlook and analyst concern — several outlets and analysts highlighted guidance and commentary that imply tougher quarterly profit comparisons and prompted reviews of EPS trajectories, sparking downward pressure. Zoom forecasts quarterly profit below estimates amid tough competition
• Negative Sentiment: Mixed analyst moves — several firms adjusted ratings/targets after the print (Sanford Bernstein trimmed its target; others issued divergent price targets), adding to intraday volatility and driving some selling. Zoom tumbles after mixed Q4, analysts mull softer EPS outlook

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on ZM shares. Zacks Research cut Zoom Communications from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 13th. Needham & Company LLC reiterated a “buy” rating and issued a $100.00 target price on shares of Zoom Communications in a research note on Tuesday, November 25th. Morgan Stanley upped their price target on shares of Zoom Communications from $85.00 to $92.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Zoom Communications in a report on Monday, December 29th. Finally, BTIG Research lowered their target price on shares of Zoom Communications from $105.00 to $100.00 and set a “buy” rating on the stock in a report on Thursday. Fourteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $95.32.

Zoom Communications Price Performance

NASDAQ ZM opened at $75.54 on Friday. The company’s 50 day simple moving average is $87.95 and its two-hundred day simple moving average is $84.36. Zoom Communications, Inc. has a 1 year low of $64.41 and a 1 year high of $97.58. The stock has a market capitalization of $22.37 billion, a PE ratio of 12.18, a P/E/G ratio of 7.65 and a beta of 0.90.

Zoom Communications (NASDAQ:ZM) last released its quarterly earnings results on Wednesday, February 25th. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.48 by ($0.04). Zoom Communications had a return on equity of 12.13% and a net margin of 39.03%.The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.23 billion. During the same period in the previous year, the company posted $1.41 EPS. The company’s revenue for the quarter was up 5.3% compared to the same quarter last year. Zoom Communications has set its FY 2027 guidance at 5.770-5.810 EPS and its Q1 2027 guidance at 1.400-1.420 EPS. On average, research analysts anticipate that Zoom Communications, Inc. will post 2.93 EPS for the current year.

About Zoom Communications

Zoom Video Communications, Inc (commonly referred to as Zoom) is a provider of cloud-based communications and collaboration solutions. The company’s platform supports video conferencing, voice calling, instant messaging, webinars and large-scale virtual events, and meeting room systems, marketed to businesses, educational institutions, government organizations and individual users. Zoom’s product lineup includes Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Video Webinars and Zoom Chat, and the company offers integrations and extensions through a developer marketplace and third-party apps.

Founded in 2011 by Eric S.